Research & Insight

Since 1992, CMG has embraced uncommon solutions –– the application of tactical investments as part of a progressive diversification philosophy –– to help investors successfully navigate the challenges of today’s investment world.

To enlighten those decisions, we make our insights, opinions, and research available in a variety of forms: Newsletters, white papers, economic commentary and weekly market updates. It’s a great library of information and it’s open 24/7/365. That way, you can drop by anytime.

On My RadarSteve's weekly debriefing identifies the most relevant market events of the past week and discusses how he sees these events impacting the market.See all On My Radar debriefings

Trade SignalsSteve's "risk on - risk off" call on market volatility and adjusting portfolio positioning for the market conditions. Steve illustrates his outlook on a weekly basis through the use of Sentiment Charts.See all Trade Signals

Most Recent Stories

January 11, 2019
By Steve Blumenthal
[Trump tweets, Xi Jinping, Global debt, the ECB
Greenspan Put and Powell QT, He won’t do the same damn thing]
"We didn’t start the fire
It was always burning
Since the world’s been turning
We didn’t start the fire
No we didn’t light it
But we tried to [...]Read More >

By Steve Blumenthal
January 9, 2019
S&P 500 Index -- 2,585
Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

January 4, 2019
By Steve Blumenthal
“History is on our side. There have been 13 Fed tightening cycles since 1950.
Ten of these landed the economy in recession, and neither the consensus nor the Fed
staff saw them coming when they actually started.
So before knowing anything else, the fact that [...]Read More >

By Steve Blumenthal
January 2, 2019
S&P 500 Index -- 2,507
Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

December 28, 2018
By Steve Blumenthal
“Monetary tightening by central banks is like trying to pull a brick across a
rough surface with elastic: nothing happens; still nothing happens; then it leaps up and hits you in the face.”
– Ambrose Evans-Pritchard, The Telegraph
On My Radar is a letter [...]Read More >

By Steve Blumenthal
December 26, 2018
S&P 500 Index -- 2,351
Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

December 21, 2018
By Steve Blumenthal
“I saw her today at the reception
A glass of wine in her hand
I knew she was gonna meet her connection
At her feet was her footloose man
You can't always get what you want
You can't always get what you want
You can't always get what you want
But if you [...]Read More >

By Steve Blumenthal
December 19, 2018
S&P 500 Index -- 2,506
Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

December 14, 2018
By Steve Blumenthal
“I think we’re going to see a lot more of what we just saw, which is a lot more volatility,
it’s really easy to say ‘I’m really bullish’ or ‘I’m really bearish.’ I kind of see a two-sided market.”
“I think in the next year it will be, from where we are [...]Read More >

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